ZipForm Mastery EDUCATION
INDEPENDENCE TITLE © 2022 Independence Title Education
ZipForm Mastery
Presented by the Education Team at Independence Title. TREC Approved Continuing Education Provider License# 403.
Agenda § Getting Setup - Profile and Settings § Forms – Using the Form Editor § Creating Templates § Sending for e-Signature § Signing With DocuSign § Additional Training Resources
Login via zipformplus.com
Login via texasrealestate.com
DocuSign Login via account.docusign.com
Welcome to DocuSign
Welcome to zipForm Plus
Profile and Settings
Profile & Settings
About Me
Update your contact information and email signature.
About Me: E-mail Signature
Use the Insert Link button or simply copy/paste the link to your
and Consumer
your
account.
IABS
Protection Notice from
primary email
About Me: E-mail Signature
Use the Insert Link button or simply copy/paste the link to your
and Consumer
your
account.
IABS
Protection Notice from
primary email
FORMS
The New Forms Editor
Introducing the New Form Editor
FORMS EDITOR
FORMS EDITOR
View the document you’re working
DOCUMENT VIEW PORT
on.
WORKSPACE
Where you perform all actions on the document.
PANE
NAVIGATIONAL
Access different features as needed.
WORKSPACE
• Pull documents needed, drag and drop into your workspace.
• Easily remove a document from your workspace by clicking on the X.
WORKSPACE
• Easily add a document from your workspace by clicking on the +.
WORKSPACE
WORKSPACE
Add documents from a Form
•
Library.
WORKSPACE • Select Form Libraries.
WORKSPACE • Decide which forms you would like to add.
WORKSPACE • Add multiple forms if needed.
WORKSPACE
• You can now work on multiple documents you’ve selected and toggle back and forth without having to leave the editor.
WORKSPACE • Download a document with ease by clicking on it and clicking on the Download Icon.
WORKSPACE • Print a document with ease by clicking on it and clicking on the Print Icon.
SEND DOCUMENTS FOR SIGNATURE • Click on the Prepare Signing Icon
SEND DOCUMENTS FOR SIGNATURE • Select an eSign Service of your choice.
FORMS
Additional Features in Forms
Editor
Internal Back Button & Save Use the internal back button Save your work and come back to it later
Access Saved Work or Start New
PANE
NAVIGATIONAL
Access different features as needed.
Parties to your transaction will be displayed here.
PARTY SECTION
a member to the
PARTY SECTION Add
party section (ie. Lawyer).
the dropdown menu
include
PARTY SECTION Use
to
the role of the party being added.
LISTING INFO Add the listing using the Import Listing button to add the listing details to the contract…OR…
LISTING INFO …pull directly from the tax records using the Import Tax Record button.
OFFER
offer details
INFO Add
with easy.
FORMS Upload addendums or associated documents.
Upload Docs Upload additional documents • Rotate Pages • Adjust the Page Order • Delete Pages
Use the internal back buttons throughout the system.
Creating Templates
Understanding Templates
• Templates are created for specific transaction types.
• listing/purchase/lease/tenant
• property type
• Each template should contain all forms required for that type of transaction. Review the contracts and disclosures for requirements, and always verify with your broker.
• Complete static information on forms in templates like the TXR cover sheet (your information only), the IABS and the listing/buyer representation agreements. This will save you time when working through your transactions.
• Do not add a client’s information to a template. Unless you’re creating a template for a repeat client like an investor.
Understanding Templates
• Templates are created for specific transaction types.
• listing/purchase/lease/tenant
• property type
• Each template should contain all forms required for that type of transaction. Review the contracts and disclosures for requirements, and always verify with your broker.
• Complete static information on forms in templates like the TXR cover sheet (your information only), the IABS and the listing/buyer representation agreements. This will save you time when working through your transactions.
• Do not add a client’s information to a template. Unless you’re creating a template for a repeat client like an investor.
Understanding Templates
• Templates are created for specific transaction types.
• listing/purchase/lease/tenant
• property type
• Each template should contain all forms required for that type of transaction. Review the contracts and disclosures for requirements, and always verify with your broker.
• Complete static information on forms in templates like the TXR cover sheet (your information only), the IABS and the listing/buyer representation agreements. This will save you time when working through your transactions.
• Do not add a client’s information to a template. Unless you’re creating a template for a repeat client like an investor.
Template Guides
Template Guides
Practice Adding Forms
Search by form Name or Number
Creating Templates
the New
in the Templates screen to get started.
Click
button
Creating Templates
Select
the type of transaction you’re creating the Template for.
for a Purchase/Offer.
This example is
Templates • Name the template • Select the property type • Select an auto apply option • Click Save The template name should identify the following: • The property type, example: SFR for Single Family Residence • Listing/Purchase/Lease/Tenant
Creating
Templates • Name the template • Select the property type • Select an auto apply option • Click Save The template name should identify the following: • The property type, example: SFR for Single Family Residence • Listing/Purchase/Lease/Tenant
Creating
Templates • Name the template • Select the property type • Select an auto apply option • Click Save The template name should identify the following: • The property type, example: SFR for Single Family Residence • Listing/Purchase/Lease/Tenant
Creating
a Signed Document folder to each template.
folders to your template will help you stay organized in your transactions.
additional folders to organize your documents. E.G. a folder for
that aren’t needed in some transaction, but Required in others.
Documents: Add Folder Add
Adding
Create
Notices
a Signed Document folder to each template.
folders to your template will help you stay organized in your transactions.
additional folders to organize your documents. E.G. a folder for
that aren’t needed in some transaction, but Required in others.
Documents: Add Folder Add
Adding
Create
Notices
a Signed Document folder to each template.
folders to your template will help you stay organized in your transactions.
additional folders to organize your documents. E.G. a folder for
that aren’t needed in some transaction, but Required in others.
Documents: Add Folder Add
Adding
Create
Notices
Display Options
List View Grid View
Display Options
List View Grid View
Organizing Templates
Click Organize to re-order forms and folders.
Click Done Organizing to save your changes. Drag and drop forms and folders to re-order.
TXR Cover Sheet, IABS and Agreements.
Pre-fill Static Information The
Texas REALTORS Cover Sheet
Information saved to the cover sheet will autopopulate other forms within the template.
Texas REALTORS Cover Sheet
Information saved to the cover sheet will autopopulate other forms within the template.
Sending for e-Signature
The zipForm and DocuSign Flowchart
The boards upload contracts and forms in zipForm. This is always your starting point!
When sending documents from zipForm for e-signature they will “pass through” & send via DocuSign. Signed documents are returned to Both zipForm and DocuSign. All transaction documents should be sent for signature from zipForm. Upload pdf documents that need to be signed by your client to the related zipForm transaction. Signed documents will be automatically returned to the zipForm transaction.
To Delete/Void (stop) or Resend documents that have been sent for e-signature, login to DocuSign and go to Manage.
Name the E-Signature Packet
Select Signing Service
Choose a Return Folder
Choose a Return Folder
Re-Order Documents
Next Step: Selecting Parties...
Click Next to proceed.
Selecting Signers
Only select individuals who have an action to preform on the documents being sent at this time
Re-order Recipients
Next Step: DocuSign...
Click Next to proceed.
forms will be pre tagged Select the party you need to add Standard Fields for.
DocuSign-Most
Drag/Drop Standard Fields to documents Standard Fields
DocuSign
DocuSign
Standard Field Editing Tools
ABC Realty 552428
DocuSign
Amy Agent
Send for signature ABC Realty 552428 Amy Agent
DocuSign
DocuSign
Need More Help?
Want More Training?
Want More Training?
Want More Training?
1-800-379-9973
support.docusign.com
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